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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,619 | $115,225+1.2% | $100,712+15.8% | $138,895-16.0% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 8.67% | 40.35%-31.7pp | 33.27%-24.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,028 | $2,771-26.8% | $2,313-12.3% | $4,194-51.7% |
| Participant deferral / active EE | $10,275 | $4,699+118.6% | $4,085+151.5% | $6,396+60.6% |
| Admin fee / account holder | $28,917 | $10,844+166.7% | $9,256+212.4% | $12,562+130.2% |